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Marcus & Millichap
MMI

Overview Fund Activity

159 hedge funds and large institutions have $781M invested in Marcus & Millichap in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 52 increasing their positions, 56 reducing their positions, and 19 closing their positions.

Holders
159
Holders Change
+8
Holders Change %
+5.3%
% of All Funds
2.31%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
27
Increased
52
Reduced
56
Closed
19
Calls
$164K
Puts
$119K
Net Calls
+$45K
Net Calls Change
-$304K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$14.6M
2
RA
2
Royce & Associates
New York
$73.2M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$2.92M
4
TCM
4
Tributary Capital Management
Nebraska
$22.5M
5
ECM
5
ExodusPoint Capital Management
New York
$2.11M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$0
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$0
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$25.5M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$20.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$6.29M
Name Market Value Shares Shares
Change 		Shares
Change %
Nisa Investment Advisors
126
Nisa Investment Advisors
Missouri
$35.4K 1,028 +28 +3%
KBC Group
127
KBC Group
Belgium
$24K 702 -440 -39%
QCG
128
Quadrant Capital Group
Ohio
$21.8K 639 +121 +23%
S
129
SignatureFD
Georgia
$21.7K 636 +13 +2%
Ohio Public Employees Retirement System (OPERS)
130
Ohio Public Employees Retirement System (OPERS)
Ohio
$19.2K 561 -4 -0.7%
PD
131
Point72 (DIFC)
United Arab Emirates
$14.7K 431 +431 New
UB
132
UMB Bank
Missouri
$14K 410 +10 +3%
TRCT
133
Tower Research Capital (TRC)
New York
$13K 380 -7,576 -95%
Osaic Holdings
134
Osaic Holdings
Arizona
$12K 350 -4,462 -93%
LC
135
Lindbrook Capital
California
$9.43K 276 – –
QL
136
Quarry LP
New York
$8.13K 238 +238 New
GI
137
GAMMA Investing
California
$8.03K 235 +58 +33%
PTC
138
Private Trust Company
Ohio
$7.55K 221 – –
PS
139
Principal Securities
Iowa
$4.17K 122 +20 +20%
EWA
140
EverSource Wealth Advisors
Alabama
$3.9K 123 – –
FFC
141
First Financial Corp
Indiana
$3.45K 101 +101 New
CFGS
142
Concourse Financial Group Securities
Alabama
$1.51K 44 -7 -14%
TFA
143
Transamerica Financial Advisors
Florida
$1K 1 – –
C
144
Covestor
United Kingdom
$1K 17 +4 +31%
Carson Wealth (CWM LLC)
145
Carson Wealth (CWM LLC)
Nebraska
$1K 24 +11 +85%
VCM
146
Versant Capital Management
Arizona
$854 25 – –
MPWT
147
MassMutual Private Wealth & Trust
Connecticut
$820 24 +24 New
FFA
148
Farther Finance Advisors
California
$772 23 – –
FMII
149
Farmers & Merchants Investments Inc
Nebraska
$649 19 – –
BIA
150
Bell Investment Advisors
California
$581 17 – –
4 5
6
7 8